On the Teaching > Institution Groups page, Admins see an overview of all groups that exist at their institution. Educators, in turn, see an overview of all groups they are members of. From here, Admins and Educators can edit existing groups and create new groups.
Creating Groups
Clicking the Create Group button on the Institution group overview page takes Admins/Educators to the Create Group view.
In this view, the Group name can be edited and Group members can be added. Upon adding Learners, they will appear as a row on the searchable paginated table, which shows the Member name, Email, and Institution status (active or pending). Each table row also has a menu (accessible via three vertical lines), which allows you to remove members from the group. The list of group members can be downloaded.
Editing Groups
Clicking the Edit action button via the three vertical dots on the right side of each group takes Admins/Educators to the Edit group view. In this view, the Group name can be changed and the Group members can be managed. All of the same functionalities as listed above in the Creating Groups section are available in this section of the platform.
Adding Learners to a Group
Clicking on Add users within the Edit or Create Group view opens a modal in which you can choose to add existing Learners, Educators, or Admins to the group. Please note that if the user has not yet been added in the Institution users tab, you will not be able to add them to a group.
Note: These should be the email addresses that the admin/educator wants to use to contact their members (i.e., institution email addresses).
Admins/Educators can click on Add to add learners to the group. After clicking, they will be taken back to the Edit group view.
Admins can also add Learners and Educators to new groups via bulk CSV upload. Only Learners and Educators can be added this way, and Educators cannot add users this way.
To do so for a new group, first download the template to get a blank CSV file:
CSV Preparation
- Format: CSV file with exactly 4 columns and a header row as in the template: Email, Name, Role (learner or manager), Cohort
- Required Fields: Email, Role
- Optional Fields: Name, Cohort (recommended)
If you'd like to add users to a new group from an existing group, you can download a CSV from the existing group, which will contain all members.
Uploading Users
- Upload the prepared CSV file by selecting Import CSV. To upload users to a group in this way, they must already be a
- If all entries are valid, users will be added to the group.
- If some users fail to upload, a yellow warning message will appear with a download link for the error file.
- If this occurs, correct the errors and re-upload the file or add users manually.
Removing Learners from a Group
Clicking on the hamburger menu within the Edit group view and then selecting Remove will delete the Learner’s row from the Group member list.
Admins can remove users in bulk within the Institution users view by checking the boxes next to the users' entries on the list and clicking Remove or by clicking the Remove users via CSV option in the top-right.
After clicking Remove users via CSV, a pop-up will appear allowing them to upload a CSV file of the list of users' email addresses to be removed. Selecting the list of users and then clicking Open triggers a final message describing the expected format and enables uploading to remove, which cannot be undone. Admins can also download a removal template CSV file from this page.
If the upload is successful, you will receive a message confirming the users have been removed. If there is an error in the upload, you will receive an error message.
Please note:
Removing Learners from a group eliminates their ability to access the assignments of this group on the Assignment overview page. Any assignments that have been started by Learners who are removed from the group will remain available to the Learner as a question session, but the session will be disconnected from the assignment, and the Learner’s activities on the session will not be shown under Data & Analytics.
Note: Educators cannot remove other Educators or themselves from a group; only Admins can remove Educators.